This is an excellent opportunity for an experienced Financial Planning or Wealth Management Administrator who enjoys working in a client-focused environment and wants to play a key role in supporting Financial Planners and high-net-worth clients.
As a senior member of the Client Support team, you will be responsible for delivering a first-class service throughout the client journey, supporting advisers with client reviews, ongoing servicing, new business processing, and technical administration. You will also act as a role model within the team, providing guidance, coaching, and support to colleagues where required.
Responsibilities
- Support Financial Planners in the delivery of ongoing advice and client servicing.
- Prepare client review packs, valuations, and supporting documentation.
- Obtain and maintain accurate policy and provider information.
- Liaise directly with pension, investment, and protection providers.
- Process new business submissions and monitor cases through to completion.
- Ensure all client records and documentation are maintained accurately within back-office systems.
- Manage client and provider queries professionally and efficiently.
- Assist with technical requests, investigations, and complex administrative cases.
- Support the Team Manager during periods of absence and contribute to coaching and mentoring colleagues.
- Identify opportunities to improve processes and enhance the client experience.
- Help ensure regulatory and compliance standards are maintained at all times.
About you
- Previous experience within Financial Planning, Wealth Management, or an IFA environment.
- Strong knowledge of pensions, investments, and financial planning administration.
- Experience supporting Financial Planners or Wealth Advisers.
- Excellent organisational skills and outstanding attention to detail.
- The ability to prioritise multiple tasks and meet deadlines in a fast-paced environment.
- Strong communication skills and confidence dealing with clients, providers, and internal stakeholders.
- A proactive approach to problem-solving and service delivery.
- Experience using back-office systems such as Intelliflo Office (IO) or similar platforms would be advantageous.
- A collaborative mindset with a willingness to support and develop colleagues
We're looking for someone who brings:
Skills Required
- Previous experience within Financial Planning, Wealth Management, or an IFA environment
- Strong knowledge of pensions, investments, and financial planning administration
- Experience supporting Financial Planners or Wealth Advisers
- Excellent organisational skills and outstanding attention to detail
- Ability to prioritise multiple tasks and meet deadlines in a fast-paced environment
- Strong communication skills and confidence dealing with clients, providers, and internal stakeholders
- Proactive approach to problem-solving and service delivery
- Experience using back-office systems such as Intelliflo Office or similar platforms
- Collaborative mindset with willingness to support and develop colleagues
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
